KB Asset Management Launches "KB K-Growth and Governance 50 Target-Maturity No. 3"

KB Asset Management announced on the 24th that it has launched a target-maturity fund titled "KB K-Growth and Governance 50 Target-Maturity No. 3," which invests in stocks expected to benefit from the government’s growth policies and in companies anticipated to enhance their corporate value.

KB K-Growth and Governance 50 Target-Maturity No. 3 selectively invests in stocks within the "ABCDEF (AI, Bio, Contents, Defense, Energy, Factory)" sectors, which are the core growth industries promoted by the government, as well as in companies expected to see improvements in corporate value under capital market advancement policies.

The fund pursues both profitability and stability by allocating approximately 50% of its assets each to equities and bonds. From the initial launch date until the target return is achieved, it invests in key companies within industries with high future growth potential, backed by the government’s growth policy support, while at the same time securing stability through investments in high-quality bonds.

In the equity portion, the fund focuses on major future growth companies showing steep growth thanks to government support for core industries, as well as companies expected to benefit from capital market advancement initiatives. In particular, it pays attention to stocks with low price-to-book ratios (PBR) that are expected to help resolve the so-called Korea Discount through improved governance structures and expanded shareholder returns.

In the bond portion, the fund plans to secure stable interest income by selectively investing in short-term bond exchange-traded funds (ETFs) and money market funds (MMFs) that invest in high-quality domestic bonds such as government bonds, treasury bills, special bonds, and bank bonds.

The target return is 7%. When the cumulative return on the "A class" reaches the target level, all equity-related assets will be sold. After the completion date of the portfolio shift, the structure will be converted so that the fund primarily invests in domestic bond-related assets such as short-term bond ETFs, MMFs, and bonds, in order to manage the secured gains in a stable manner.

The previously launched No. 1 and No. 2 funds each achieved the 7% target return in 17 and 27 trading days, respectively. Based on this proven investment strategy, KB Asset Management plans to continue selective investments centered on industries where policy momentum is concentrated.

Beom Gwangjin, Head of Pension WM Division at KB Asset Management, said, "Based on the investment strategy validated through No. 1 and No. 2, we will once again aim to achieve our target by focusing on industries benefiting from government policies and on stocks expected to improve corporate value," adding, "The KB K-Growth and Governance 50 Target-Maturity fund is particularly recommended for investors seeking both returns and stability in a volatile market environment."

Investors can subscribe to this fund through KB Kookmin Bank, Hana Bank, Busan Bank, Kwangju Bank, Mirae Asset Securities, Shinhan Investment & Securities, iM Securities, and others. Subscriptions will be accepted until March 13, with the fund to be launched on the same day.